HELPING SECURE YOUR LEGACY
It is estimated that 70% of families lose their wealth by the second generation, 90% by the third. Kingswood Family Office will examine your wealth profile, create and execute a plan to secure your family's wealth for generations to come.
We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company.